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Mastering OLAP Reporting: Meet Business Needs with Matrix Dynamics, Part II - Page 5

March 20, 2006

Make Structural Changes to the Report to Support Presentation of Independent Matrices, Based upon Ad Hoc Territories Selection

The information consumers for whom we are developing have stated that they wish to meet business requirements for presenting independent matrices based upon a geographical parameter to be selected by the consumers at runtime. This might be handled several ways, but we will examine one procedure that works readily "out of the box" within Reporting Services.

1.  Return to Layout view by clicking the Layout tab.

2.  Click the Matrix Report Item in the Toolbox.

3.  Click the canvas within the Layout view at a point underneath the existing matrix data region, to indicate the location for "dropping" the new matrix data region, at a point on the canvas approximating that depicted in Illustration 23.

Click for larger image

Illustration 23: Click the Canvas to "Drop" the Matrix ...

The matrix data region appears at the "drop point" on the canvas, as shown in Illustration 24.

Click for larger image

Illustration 24: The New Matrix Appears on the Canvas

4.  Click inside the upper left corner textbox of the new matrix data region, to make the gray column and row bars appear for the matrix, as we did with the other matrix data region earlier.

5.  Right-click the upper left corner of the gray bars.

6.  Select Properties from the context menu that appears, as depicted in Illustration 25.


Illustration 25: Accessing Properties for the New Matrix ...

The Matrix Properties dialog appears.

7.  Using the downward arrow to the right of the Dataset name box on the dialog, select the primary Dataset, ProductData.

This is the same Dataset referenced in the matrix atop the canvas.

The Matrix Properties dialog appears, with our selection, as shown in Illustration 26.


Illustration 26: The Matrix Properties Dialog with Dataset Selection

8.  Click OK to accept our changes and to dismiss the Matrix Properties dialog.

9.  Click within the textbox marked Data (the bottom right textbox) in the new matrix.

The Properties window for the textbox should appear (mine is docked underneath the Solution Explorer, on the right side of the design environment, If the Properties window does not appear, select View ---> Properties Window from the main menu to display it, as depicted in Illustration 27.


Illustration 27: Displaying the Properties Window, Should It Not Appear ...

10.  Scroll down, if necessary, within the Properties window, to reach the Size setting, toward its bottom.

11.  Replace the dimensions that currently occupy the Size setting with the following:

7in, 3in

12.  Press the Enter key to accept the new setting.

The Data textbox expands to the new dimensions within the matrix data region. The Size setting, within the Properties window for the Data textbox of the matrix, appears, with our input, as shown in Illustration 28.


Illustration 28: Our New Size Setting within the Properties Window for the Data Textbox

While we may have to make minor adjustments, my intent here is to make the Data textbox large enough to contain the original matrix. If, in our local environments, it seems that we need to make the textbox larger, then we can certainly do so at this point.

13.  In the primary matrix (in the upper left corner of the canvas), click the Adventure Works Cycles label textbox, within the upper left corner textbox of the matrix data region, to select it.

The Adventure Works Cycles label textbox becomes highlighted, indicating that it is selected.

14.  Holding down the Shift key on the keyboard, click each of the image file (the "cyclist" logo) and the Sales Reason label textbox.

All three objects should now be selected.

15.  Using the directional arrow key set on the keyboard, once again, move the three selected objects out of the matrix data region entirely, and to its right on the canvas.

The relocated objects appear (still highlighted) similar to those depicted in Illustration 29.


Illustration 29: Label Objects Moved Out of the Matrix ...

16.  Click the now empty upper left textbox of the top matrix data region, once again.

17.  Click the upper left corner of the gray bars, to select the matrix data region itself.

18.  Hold the mouse pointer over a portion of the now-highlighted outline of the matrix, until it becomes a four-pointed arrow symbol.

19.  Click once on the outline to "grab" the matrix with all components, and then, with the left mouse button of the PC (some may differ) depressed, drag the matrix into the newly enlarged Data textbox of the matrix data region beneath it, as shown in Illustration 30.


Illustration 30: Drag the Primary Matrix into the Data Textbox of the New Matrix Data Region

The primary matrix data region appears within the Data textbox of the new matrix data region as shown in Illustration 31.


Illustration 31: The Primary (Now "Nested") Matrix in the Data Textbox of the New "Parent" Matrix ...








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